MANUFACTURING CRM & WORKFLOW AUTOMATION
Connect your customers.
Keep business moving.
Bring account management, sales, quotes, orders and customer service into connected workflows. Help commercial teams work with shared information from first contact to after-sales support.
For manufacturers connecting sales, channel partners and customer service.
/ MANUFACTURING
No-code workflow toolsAI-assisted experiencesConnected business dataDESIGNED AROUND YOUR INDUSTRY
A connected commercial journey.
Fewer gaps between teams.
Account details, pricing decisions and order updates cross several teams. Connected workflows help keep the customer context with the work as it moves between them.
Know the account
Bring account hierarchies, contacts, responsibilities and interaction history into a shared view.
Coordinate the sale
Connect opportunities, customer pricing, quote reviews and contract activities.
Stay connected after the order
Give service teams the context to manage requests, warranties, field service and returns.
WORKFLOWS THAT WORK TOGETHER
From account onboarding
to after-sales service.
Connect your existing processes, adapt the steps to your teams and keep the relevant information with each activity.
Customer lifecycle & accounts
Give each team a shared understanding of the customer.
- Customer onboarding, account structures and hierarchies
- Billing and shipping profiles, ownership and territories
- Customer segmentation and relationship health
- Customer credit limits and financial account details
Marketing, sales & partners
Keep opportunities and channel activity visible.
- Campaigns, events, lead capture and lead prioritisation
- Opportunity management, pipeline and revenue forecasting
- Field visits, sales outreach and follow-ups
- Partner onboarding, deal registration and channel incentives
Customer & field service
Connect requests to the people, assets and information needed to respond.
- Omnichannel enquiries, case routing and resolution workflows
- Work orders, technician dispatch and service reports
- Installed assets, service plans and warranty entitlements
- Knowledge content, parts and consumables
Products, pricing & quotes
Coordinate commercial decisions around each deal.
- Product and service catalogues, bundles and product content
- Customer-specific pricing and volume tiers
- Discount approvals, rebate programmes and claims
- RFQs, quotes, deal desk reviews and contract renewals
Orders, fulfilment & returns
Keep customers informed as orders progress.
- Quote-to-order conversion and order validation
- Order changes, cancellations, assets and entitlements
- Availability, delivery timelines and order status updates
- Returns, RMAs and replacement workflows
A SHARED VIEW OF THE JOURNEY
Keep the context.
Move the work forward.
- 01
Understand
Onboard accounts and organise customer and partner information.
- 02
Sell
Qualify opportunities and coordinate pricing, quotes and contracts.
- 03
Fulfil
Capture orders and communicate availability and delivery updates.
- 04
Support
Connect customer cases, field service, warranties and returns.
CRM & NO-CODE WORKFLOWS
Adapt the process.
Connect the information.
Creatio brings together prebuilt industry workflows, no-code tools and AI-assisted capabilities. Start with the processes that matter most to your business, then review the configuration and integration requirements.
Explore Agilite’s technology services ↗Shape workflows around your team
Discuss the stages, approvals and responsibilities needed for your operating model.
Connect the systems you rely on
Review your current tools, record ownership and interfaces before defining the integration scope.
Apply AI to a defined task
Identify where customer insights and assistance can support productivity within your processes.
BEFORE WE TALK
Manufacturing CRM FAQs
Is this manufacturing ERP or factory control software?
This solution focuses on CRM and commercial workflows: customer accounts, marketing, sales, quotes, orders and service. It does not describe production planning, machine control or a manufacturing execution system.
Can it connect sales and customer service?
Yes. The described workflows cover leads and opportunities, customer accounts, quotes and orders, along with service requests, installed assets, warranties and field service.
Can it support distributors and channel partners?
The solution includes partner onboarding, enablement content, co-marketing, deal registration and channel incentive workflows. Discuss your channel structure and priorities during the consultation.
Can it handle customer-specific pricing and approvals?
The described capabilities include customer-specific prices, volume tiers, discounts, rebates, RFQs and quote reviews. Your pricing rules and approval requirements will determine the configuration scope.
How does it work with our existing systems?
Integrations connect systems and help keep data and processes aligned. We will review your ERP, customer data, interfaces and ownership of each record before confirming an integration approach.
What determines the rollout and pricing?
Scope depends on your users, commercial processes, required workflows, data and system connections. Share those details in a free consultation so we can discuss a suitable approach.
LET’S DISCUSS YOUR BUSINESS
Connect the work
behind every customer.
Tell us where your sales, quoting, order or service process needs a better connection. We’ll discuss workflow priorities, existing systems and the scope that fits your business.
What we can cover
- Your current processes and priorities
- Workflows and connections with existing systems
- Configuration, rollout scope and next steps
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